JSF Financial
TL;DR
JSF began business in 1996 and offers portfolio management, financial planning, third-party adviser recommendations and wealth management to individuals and trusts.
$2.0 billion
Regulatory AUM
As of ADV filing 2026-07-14
2,759
Accounts / Clients
791 clients
0
Disclosures
Item 11 events
SEC
Registration
SEC-registered
27
Team Size
employees, 13 advisory
16 yrs
Years Registered
First registered 2010
About JSF Financial
JSF began business in 1996 and offers portfolio management, financial planning, third-party adviser recommendations and wealth management to individuals and trusts.
Office: 6300 Wilshire Blvd., Suite 2100, Los Angeles, CA 90048.
Best for: households from $250K, or hourly planning clients with no asset minimum
Fee model and designations stated on the guide
Fees plus commissionsPlanning designations named
Form ADV data
CRD114025
RegistrationSEC-registered
First registration2010
Regulatory AUM$2.0 billion
ADV filing date2026-07-14
Accounts2,759
Clients791 individual and high-net-worth clients
Employees27
Advisory employees13
Fee modelAUM, fixed or hourly planning fees; ADV 2A discloses insurance and broker-dealer commissions
Minimum$250,000 for management; no minimum for financial planning (ADV 2A)
Disclosure events (Item 11)0
DesignationsCFP and CRPC named on the team page
Source: SEC Investment Adviser Public Disclosure, CRD 114025, as of ADV filing 2026-07-14, pulled October 10, 2026.
Ranked on ProCloser
- Top 10 Wealth Managers in Los Angeles, CA (2026): rank 4 of 10
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